Booker is a leading appointment scheduling, point-of-sale, and business management software that powers thousands of spas and salons worldwide. The software includes a complete suite of management tools, and provides integrated online booking, marketing, and more. Booker is completely web-based, which makes it available from any computer with a browser and internet connection, anywhere at any time. It can also be used via a smartphone or iPad.
$129
per month
LeanData
Score 10.0 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
Booker is very user friendly with videos to help our staff who are setting up schedules. It has very robust features that our school district didn't really need when we piloted it. It has a great option for widgets to be added to websites, whether district or school site. We find that the more widgets are available, the more appreciative our parents are. This is definitely a product that is used in the business world and not in the school district world so it doesn't really have the personalization we need as a school district or a school sites. Should the site change its potential customers, it would be a great fit for us because scheduling is very challenging in a large school district, be it at the district level or at individual school sites
LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.
Booker is great for customer management. You can easily add customers with numerous areas to put additional information for them. With the addition of Frederick, sending out Birthday emails and contacting them via email is a breeze.
I have found Booker to be extremely easy to teach new hires how to use. Because it is so visual, I find that anyone can pick up the basics of how to use this software very quickly.
Booker makes it extremely easy for a company with multiple locations to be able to toggle between those locations.
Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
There is usually a long wait when calling customer service but I now use the messaging option and my questions are answered very quickly. Booker has helped me with situations I thought were out of their range. If it wasn't for Booker support I would be very lost and confused.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
AccuPOS did not have a scheduling module or gift certificate management module when we switched and those were critical needs at the time. For such a small module, AccuPOS did a fantastic job directly and concisely bridging daily activity to QuickBooks.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.
